AGCO · Agco Corp /De · Shareholders & Ownership

$104.65 +2.53 (+2.48%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.31B

70.03M

Volume · Oct 20 640.83K Avg daily vol (3M) 1.04M

Every disclosed holder of AGCO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AGCO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	518	66,794,290	95.38%	Yes
Insiders (Forms 3, 4, 5)	21	11,912,483	17.01%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	8,675,044	-12.39%	Negative
Registered funds (N-PORT, not summed)	471	33,109,532	47.28%	No

Shares outstanding: 70,031,729, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AGCO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	SRINIVASAN MALLIKA 13D CIK 1525527 · Unknown · Sep 23, 2025 not summed	12,173,865	17.38%	0	Sep 23, 2025	not summed
2	Tractors & Farm Equipment Ltd Insider CIK 1621553 · Aug 5, 2026 10% Owner, issuer-wide	11,258,857	16.08%	-492,418	Aug 5, 2026	10% Owner, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,863,890	8.37%	+59,360	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,056,942	2.94%	+67,355	Jun 30, 2026	iShares Trust, not summed
3.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	301,032	0.43%	-4,282	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	245,644	0.35%	+7,444	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	133,843	0.19%	-7,507	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	91,992	0.13%	+2,286	Jun 30, 2026	iShares Trust, not summed
4	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,522,670	7.89%	+312,440	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	977,575	1.40%	-17,576	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
4.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	929,000	1.33%	+76,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
4.3	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	208,130	0.30%	-2,381	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
4.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	74,012	0.11%	+24,984	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
4.5	T. Rowe Price Equity Income Portfolio Fund S000002077 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	47,762	0.07%	+3,700	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
5	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,722,188	5.32%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,604,608	5.15%	+67,134	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	733,356	1.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	481,946	0.69%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	426,140	0.61%	-45	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	287,654	0.41%	+27,934	Jul 31, 2026	Dimensional ETF Trust, not summed
6	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,999,252	4.28%	+135,996	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,112,051	1.59%	-13,318	Jun 30, 2026	MFS SERIES TRUST XI, not summed
6.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	322,601	0.46%	+27,214	May 31, 2026	MFS Series Trust X, not summed
6.3	MFS Total Return Fund Fund S000002439 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	228,254	0.33%	-3,300	Jun 30, 2026	MFS Series Trust V, not summed
6.4	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	144,542	0.21%	+13,967	Jul 31, 2026	MFS SERIES TRUST VII, not summed
6.5	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	75,800	0.11%	-22,565	Jun 30, 2026	MFS SERIES TRUST XI, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,901,494	4.14%	+120,064	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,767,352	3.95%	+140,347	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,750,455	3.93%	+579,122	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,067,621	1.52%	+255,106	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
9.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	655,500	0.94%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
9.3	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	225,564	0.32%	+24,689	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
9.4	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	181,458	0.26%	+18,227	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
9.5	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	101,034	0.14%	+14,948	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,589,921	3.70%	+85,879	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Davis Selected Advisers 13F CIK 1036325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,058,488	2.94%	-28,155	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Selected American Shares Fund S000003448 · Registered fund · Jun 30, 2026 SELECTED AMERICAN SHARES INC, not summed	176,140	0.25%	0	Jun 30, 2026	SELECTED AMERICAN SHARES INC, not summed
11.2	Clipper Fund Fund S000011372 · Registered fund · Jun 30, 2026 Clipper Funds Trust, not summed	116,310	0.17%	0	Jun 30, 2026	Clipper Funds Trust, not summed
11.3	Davis Opportunity Fund Fund S000003442 · Registered fund · Jun 30, 2026 DAVIS SERIES INC, not summed	97,650	0.14%	0	Jun 30, 2026	DAVIS SERIES INC, not summed
11.4	Davis Select U.S. Equity ETF Fund S000055342 · Registered fund · Jul 31, 2026 Davis Fundamental ETF Trust, not summed	88,748	0.13%	+7,260	Jul 31, 2026	Davis Fundamental ETF Trust, not summed
11.5	Davis Balanced Fund Fund S000003446 · Registered fund · Jun 30, 2026 DAVIS SERIES INC, not summed	36,040	0.05%	0	Jun 30, 2026	DAVIS SERIES INC, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,043,281	2.92%	+37,352	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	304,214	0.43%	+10,379	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	92,233	0.13%	-125	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	73,350	0.10%	+55,225	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	38,198	0.05%	+7,555	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
12.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,121	0.03%	-1,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,953,573	2.79%	+119,272	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,874,867	2.68%	-14,865	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,697,812	2.42%	-493,335	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,005,000	1.44%	-345,000	Jun 30, 2026	Victory Portfolios, not summed
15.2	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	131,777	0.19%	-1,200	Jul 31, 2026	Victory Portfolios IV, not summed
15.3	Victory Pioneer Core Equity Fund Fund S000089765 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	118,481	0.17%	0	Jun 30, 2026	Victory Portfolios IV, not summed
15.4	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	34,470	0.05%	-4,210	Jun 30, 2026	Victory Portfolios, not summed
15.5	Victory Pioneer Mid Cap Value VCT Portfolio Fund S000089716 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	19,991	0.03%	-216	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
16	New World Fund Inc Fund S000009633 · Registered fund · Jul 31, 2026 New World Fund Inc, not summed	1,636,783	2.34%	0	Jul 31, 2026	New World Fund Inc, not summed
17	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,468	2.26%	-166,866	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Mirova US LLC 13F CIK 1802900 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,528,332	2.18%	-58,320	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,412,037	2.02%	+76,489	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,351,032	1.93%	-165,457	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	1,184,353	1.69%	-117,200	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
22	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,561	1.65%	+256,663	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,726	1.63%	-3,560	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	995,210	1.42%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	988,533	1.41%	-205,475	Jun 30, 2026	carried, not yet filed for the newest quarter
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	950,746	1.36%	+365,631	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	894,145	1.28%	+43,691	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	827,574	1.18%	+114,219	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	114	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	738,084	1.05%	+245,850	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	688,958	0.98%	+18,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Davis New York Venture Fund Fund S000003439 · Registered fund · Jul 31, 2026 DAVIS NEW YORK VENTURE FUND INC, not summed	660,776	0.94%	0	Jul 31, 2026	DAVIS NEW YORK VENTURE FUND INC, not summed
32	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	650,842	0.93%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	598,029	0.85%	-8,182	Sep 30, 2026
34	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	588,959	0.84%	-16,114	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	194,099	0.28%	-40,166	May 31, 2026	Principal Funds, Inc, not summed
34.2	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	81,122	0.12%	-29,771	Jul 31, 2026	Principal Funds, Inc, not summed
34.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	22,978	0.03%	-12	Jul 31, 2026	Principal Funds, Inc, not summed
35	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,028	0.81%	+254,684	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	75,719	0.11%	+25,413	Jun 30, 2026	AQR Funds, not summed
35.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	51,004	0.07%	+40,789	Jun 30, 2026	AQR Funds, not summed
35.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	43,396	0.06%	—	Jun 30, 2026	AQR Funds, not summed
35.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,998	0.02%	+9,539	Jun 30, 2026	AQR Funds, not summed
35.5	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,210	0.02%	-2	Jun 30, 2026	AQR Funds, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	536,953	0.77%	-38,502	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,481	0.01%	-623	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	524,923	0.75%	-520	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,078	0.06%	+950	Jun 30, 2026	Northern Funds, not summed
37.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,839	0.00%	+136	Jul 31, 2026	FlexShares Trust, not summed
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	524,596	0.75%	+5,675	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	162,376	0.23%	-5,204	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	90,835	0.13%	-7,659	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,703	0.09%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	47,083	0.07%	+2,626	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,106	0.05%	+1,848	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	520,313	0.74%	-23,642	Jun 30, 2026	carried, not yet filed for the newest quarter
40	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	514,445	0.73%	-2,891	Jun 30, 2026	carried, not yet filed for the newest quarter
41	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	396,100	0.57%	+396,100	Sep 30, 2026
42	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	386,132	0.55%	+18,339	Jun 30, 2026	Bridge Builder Trust, not summed
43	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	385,700	0.55%	+113,400	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	381,704	0.55%	+93,206	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	GMO Resources Fund Fund S000034948 · Registered fund · May 31, 2026 GMO TRUST, not summed	161,296	0.23%	+57,000	May 31, 2026	GMO TRUST, not summed
44.2	GMO Climate Change Fund Fund S000056707 · Registered fund · May 31, 2026 GMO TRUST, not summed	54,398	0.08%	0	May 31, 2026	GMO TRUST, not summed
44.3	GMO Resource Transition Fund Fund S000079719 · Registered fund · May 31, 2026 GMO TRUST, not summed	38,200	0.05%	+15,300	May 31, 2026	GMO TRUST, not summed
44.4	GMO Implementation Fund Fund S000036091 · Registered fund · May 31, 2026 GMO TRUST, not summed	10,000	0.01%	+3,000	May 31, 2026	GMO TRUST, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	381,026	0.54%	+10,385	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	331,389	0.47%	-29,184	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Hansotia Eric P Insider CIK 1581064 · Sep 4, 2026 Director, issuer-wide	326,938	0.47%	+356	Sep 4, 2026	Director, issuer-wide
48	SOUTHERNSUN ASSET MANAGEMENT, LLC 13F CIK 1089755 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	305,473	0.44%	+58,197	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,837	0.40%	+232,577	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,164	0.40%	+2,021	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Tax-Managed Real Assets Fund Fund S000064943 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	40,561	0.06%	+14,921	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.2	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	9,445	0.01%	-756	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.3	Multifactor U.S. Equity Fund Fund S000045902 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	402	0.00%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed

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Key facts CIK 880266 CUSIP 001084102 13F (30d) 58 filings 58 filers Visit website Investor relations